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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (76696)	3/18/1999 11:22:00 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "Intel investors might want to be a little bit concerned about these events." No K7 chipset. No benchmarks. Probably jacked up Vcc. AMD investors should be a little bit concerned about these events. EP

To: Scumbria who wrote (76696)	3/18/1999 11:37:00 AM
From: Tony Viola	Respond to of 186894

Scumbria, >>> Tony, Can someone explain to me why INTC is going up on the day that: 1. AMD demoed a 600 Mhz K7<<< Merrill Lynch. You saw it on the AMD thread. In the event that you didn't: Life in the post-Kurlak world: Intel near term accumulate, long term buy; AMD neutral on each. Merrill Lynch raining on the K7 parade. Intel Corp INTC Merrill Lynch NT Accum/LT Buy Advanced Micro AMD Merrill Lynch NT/LT Neutral schwab.com. Click on upgrades/downgrades Ever hear John Madden's one knee equals two feet (it's even a book). Well, one Merrill downgrade equals two new chips. Read'm and weep. Tony

To: Scumbria who wrote (76696)	3/18/1999 12:21:00 PM
From: L. Adam Latham	Respond to of 186894

Scumbria: Re: http://www.theregister.co.uk/990318-000005.html "...Bixler acknowledged that demand was high but he said AMD was taking steps to address that problem." Hmmm...so the solution to AMD's problems is reducing demand! Or maybe the Register took his comments out of context (would they do that?). Adam

To: Scumbria who wrote (76696)	3/18/1999 12:29:00 PM
From: Paul Engel	Respond to of 186894

SCUMbria - Re: "Can someone explain to me why INTC is going up on the day that: 1. AMD demoed a 600 Mhz K7 " 1. Demos don't bring in any revenue. 2. A Demo means it isn't ready for production. 3. It was an AMD demo - no customer was using it. 4. Demos don't bring in any revenue. 5. The Demo was done on an ALPHA system - not a K7-specific system 6. AMD tap danced around the chip set availability. 7. No customers announced support of the K7 8. Demos don't bring in any revenue. 9. The supply voltage to get to 600 MHz wasn't revealed - could have been 2.75 volts - since the demo only needed to run for a few minutes. 10. At 184 sq. mm., everybody KNOWS AMD will have poor yields - everybody but you, that is. 11. Who wants a 600 MHz Godzilla DVD Demo machine? 12. Demos don't bring in any revenue. Paul